ClickSend SMS + EspoCRM Integration

Integrate ClickSend SMS to EspoCRM in one click, or tell Integrately AI how you want each contact handled. Sync incoming messages, create new contacts, log communication, and update your CRM records automatically.

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1.
  • ClickSend SMS
    Incoming SMS is received in ClickSend SMS Instant
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
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2.
  • ClickSend SMS
    Upload file in ClickSend SMS
  • ClickSend SMS
    Send SMS in ClickSend SMS
  • ClickSend SMS
    Send post letter in ClickSend SMS
  • ClickSend SMS
    Send SMS to contact list in ClickSend SMS
  • ClickSend SMS
    Create contact in ClickSend SMS
  • ClickSend SMS
    Search contact by email address in ClickSend SMS
  • ClickSend SMS
    Search contact by phone in ClickSend SMS
  • ClickSend SMS
    Delete contact in ClickSend SMS
  • ClickSend SMS
    Send fax in ClickSend SMS
  • ClickSend SMS
    Send MMS in ClickSend SMS
  • ClickSend SMS
    Send voice in ClickSend SMS
  • ClickSend SMS
    Send postcard in ClickSend SMS
  • ClickSend SMS
    Create contact list in ClickSend SMS
  • ClickSend SMS
    Delete contact List in ClickSend SMS
  • ClickSend SMS
    Search contact lists in ClickSend SMS
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

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Ready Workflows Ready Workflows for ClickSend SMS + EspoCRM Integration

Capture incoming messages, create new contacts, log communication, update records, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
EspoCRM + ClickSend SMS Integration

Create ClickSend SMS contact for new EspoCRM contact

If you're using EspoCRM to manage your sales leads, it's important to also use ClickSend SMS to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in EspoCRM, a corresponding contact will automatically be created in ClickSend SMS.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
EspoCRM + ClickSend SMS Integration

Send ClickSend SMS message for new EspoCRM contact

Anytime a new contact is added to your EspoCRM, automatically send them a message through ClickSend SMS letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this EspoCRM - ClickSend SMS integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See more
EspoCRM + ClickSend SMS Integration

Send ClickSend SMS message for new EspoCRM task

With this EspoCRM - ClickSend SMS integration, whenever a new task is created in EspoCRM, message will be sent via ClickSend SMS. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickSend SMS + EspoCRM flow

Send notification emails, log data in spreadsheets, alert your team in chat, and sync customer billing records after your core automation runs. Pick a combination and activate it in one click.

ClickSend SMS
EspoCRM
+
GmailGmail (8)
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MailchimpMailchimp (8)
+
CalendlyCalendly (8)
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Google SheetsGoogle Sheets (8)
+
SlackSlack (8)
+
StripeStripe (8)
C
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Send incoming ClickSend SMS messages to EspoCRM as new contacts, and notify your team via Gmail
New incoming ClickSend SMS messages create contacts in EspoCRM instantly while Gmail alerts your team, eliminating manual data entry.
E
C
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When a contact is created in EspoCRM, send an SMS via ClickSend SMS and a welcome email in Gmail
New EspoCRM contacts receive an immediate SMS via ClickSend SMS and a confirmation email through Gmail without manual follow-up.
E
C
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When an EspoCRM lead is updated, send a follow-up via ClickSend SMS and log the update in Gmail
Updated EspoCRM leads trigger a ClickSend SMS notification and a summary email in Gmail to keep stakeholders informed.
C
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Create a task in EspoCRM when an SMS arrives in ClickSend SMS, and email the assignee via Gmail
Incoming ClickSend SMS messages automatically generate EspoCRM tasks and notify staff through Gmail.
C
E
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If an incoming ClickSend SMS contains urgent support, create an EspoCRM case and email support via Gmail
Urgent customer messages in ClickSend SMS create EspoCRM support cases and trigger an instant email alert in Gmail.
E
C
G
When an EspoCRM case is updated, send a notification SMS via ClickSend SMS and an email update in Gmail
Case status changes in EspoCRM trigger updates via ClickSend SMS and Gmail to keep clients fully informed.
C
E
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Use Claude to summarise incoming ClickSend SMS messages, create an EspoCRM contact, and email the brief in Gmail
Claude extracts key details from incoming ClickSend SMS messages to populate EspoCRM contacts and email summaries via Gmail.
E
C
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When an EspoCRM opportunity is created, send a confirmation SMS via ClickSend SMS and notify management via Gmail
New EspoCRM sales opportunities trigger confirmation texts in ClickSend SMS and management notification emails in Gmail.

Supported triggers and actions for ClickSend SMS and EspoCRM

Mix and match to build the exact automation you need

ClickSend SMS
ClickSend SMS Triggers & Actions
Instant
Incoming SMS is received in ClickSend SMS
Triggers the automation when an incoming SMS is received
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Upload file in ClickSend SMS
Uploads a file
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Send SMS in ClickSend SMS
Sends a text message
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Send post letter in ClickSend SMS
Sends a physical letter through postal mail
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Send SMS to contact list in ClickSend SMS
Sends a text message to a contact list
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Create contact in ClickSend SMS
Adds a new contact to the database
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Search contact by email address in ClickSend SMS
Finds and retrieves contact information using their email address
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Search contact by phone in ClickSend SMS
Finds information about a contact using the phone number
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Delete contact in ClickSend SMS
Removes a contact from the address book
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Send fax in ClickSend SMS
Sends a fax
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Send MMS in ClickSend SMS
Sends a multimedia message
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Send voice in ClickSend SMS
Sends a voice message
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Send postcard in ClickSend SMS
Sends a physical postcard
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Create contact list in ClickSend SMS
Generates a list of contacts from particular criteria
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Delete contact List in ClickSend SMS
Removes all contacts from the designated list
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Search contact lists in ClickSend SMS
Searches for a contact in the contact list
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EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
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Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
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Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
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Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
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Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
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Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
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Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
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Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
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Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
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Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
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Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
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Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
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Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
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Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
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Create contact in EspoCRM
Adds a new contact to the database
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Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
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Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
Try it →
Update call in EspoCRM
Updates call information
Try it →
Delete call in EspoCRM
Deletes a call entry from the database
Try it →

What can you automate with ClickSend SMS + EspoCRM?

Streamline your communication and CRM workflows by connecting ClickSend SMS and EspoCRM for instant data synchronisation.

What you can automate?
💬
Sync incoming SMS messages into EspoCRM contacts
Automatically capture every incoming text message from ClickSend SMS and create a corresponding contact or lead in EspoCRM without manual data entry.
📝
Capture every submitted field from customer texts
Map message bodies, sender numbers, and metadata directly into EspoCRM contact fields so your team has complete context for every conversation.
🔔
Alert your team instantly when messages arrive
Notify staff members in real time when new customer texts hit ClickSend SMS, ensuring quick responses and higher customer satisfaction.
🔀
Route inquiries based on submitted keywords
Check incoming message content to create sales leads for purchasing inquiries or support cases for technical issues inside EspoCRM.
🔄
Keep EspoCRM records updated as leads progress
Reflect status changes and milestone updates across ClickSend SMS and EspoCRM automatically so your database never falls out of sync.
🔍
Search and update existing contacts to prevent duplicates
Check if a contact already exists in EspoCRM before creating a new record, updating their history with every new ClickSend SMS interaction.
📌
Manage follow-up tasks and support cases dynamically
Trigger automated task creation in EspoCRM whenever specific text interactions occur, ensuring follow-up actions are never missed.
🚀
Extend your workflow to team communication apps
Push incoming message summaries from ClickSend SMS and EspoCRM directly into Slack or email channels to keep stakeholders fully informed.
And much more...

Who is ClickSend SMS + EspoCRM integration for?

Sales and support teams using ClickSend SMS and EspoCRM can eliminate manual data entry, ensuring every incoming customer message and CRM update is logged instantly without delay.

Sales managers
Sales managers
Support agents
Support agents
Account executives
Account executives
Operations teams
Operations teams
Sales reps
Sales reps
CRM administrators
CRM administrators
📈
Sales managers
You're reviewing customer engagement metrics but your CRM records only update when someone manually exports text logs, so the pipeline reports you're presenting are always outdated — automating both apps means every incoming SMS lands in EspoCRM instantly and your reports stay current.
Support agents
You need to respond to inbound client requests immediately, but you find out about new texts hours after they arrive because nobody checked ClickSend SMS — connecting these apps means every message triggers an instant contact update and case creation in EspoCRM.
🤝
Account executives
You answer to clients who expect immediate follow-up after every text conversation, but tracking message history across platforms causes missed details — with this integration, every customer interaction is logged directly into their EspoCRM profile.
📊
Operations teams
The volume of inbound customer text messages is too high for anyone to keep up by hand, leading to lost leads and unassigned tasks — automating these apps means every incoming SMS is processed and routed into EspoCRM without manual effort.
🔄
Sales reps
You depend on leads being handed over quickly from inbound messaging campaigns, but manual data transfer delays your outreach by days — integrating these apps means every new prospect is created in EspoCRM the moment they text.
📁
CRM administrators
You need a reliable customer history in EspoCRM, but manual copying from ClickSend SMS keeps leaving gaps and duplicate entries in your database — automating both apps means your CRM stays clean and complete with zero manual data entry.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate ClickSend SMS + EspoCRM

Build and manage your ClickSend SMS + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickSend SMS + EspoCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ClickSend SMS to EspoCRM?
Frequently Asked Questions
You can connect ClickSend SMS to EspoCRM in 1-click using ready workflows on Integrately, or use Integrately AI to build custom sequences linking Gmail, Slack, and 1,500+ apps.
Can I automatically create EspoCRM contacts from incoming ClickSend SMS messages?
Frequently Asked Questions
Can I connect ClickSend SMS, EspoCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickSend SMS and EspoCRM?
Frequently Asked Questions
How does ClickSend SMS handle incoming message triggers in automations?
Frequently Asked Questions
Can I update EspoCRM records when lead details change?
Frequently Asked Questions
Do I need coding skills to automate ClickSend SMS and EspoCRM?
Frequently Asked Questions
Is the ClickSend SMS and EspoCRM integration free?
Frequently Asked Questions
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You Can Also Connect ClickSend SMS or EspoCRM With 1500+ Other Apps

ClickSend SMS
Popular ClickSend SMS Integrations
Connect ClickSend SMS to messaging tools, CRM platforms, and marketing apps to streamline SMS campaigns and client communication.
EspoCRM
Popular EspoCRM Integrations
Sync EspoCRM with billing tools, project management software, and support desks to keep customer relationship data working across your stack.
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EspoCRM Integrations arrow right
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